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The 4% Rule: How to *Not* Outlive Your Nest-Egg; How Big Your Nest-Egg Needs to Be.

September 18, 2019 by Linda Vaughn
Vintage black and white photo of woman sitting inside her giant nest-egg, with only her head and legs exposed.

The Takeaway:  The 4% Rule tells you two things.  First, it lets you know how much you can annually tap from your retirement nest-egg without it running dry.  Second, it tells you how big your nest-egg needs to be to cover your retirement income needs.  What’s not to love? 😀 This post is a step-by-step guide … [Read more…]

Posted in: Don't Outlive Your Money Series, Drawing Down Your Nest-Egg Tagged: 4% Rule, don't outlive your money, Retirement Planning

Continuing Care Retirement Communities, Part 3 – Questions to Ask Before Signing on the Dotted Line

September 1, 2019 by Linda Vaughn

The takeaway:  Continuing care retirement communities are part of the trilogy of your long-term care options–but these come with waiting lists. Folks are clamoring to get in.  You, savvy Boomer, will not be swayed by fear of missing out. Certain questions about these places still need to be asked.  This post asks those questions so … [Read more…]

Posted in: Long-Term Care Series Tagged: Continuing Care Retirement Communities, Long-Term Care

Continuing Care Retirement Communities, Part 2–Four Ways to Figure Out if They’re Worth the Money

August 22, 2019 by Linda Vaughn

The takeaway:  Continuing Care Retirement Communities give you a place to live, provide lots of amenities and activities, and–depending on your contract–include long-term care.  This post provides four steps to help you decide if these places are worth the money.  The post also tells my experiences and impressions visiting two different communities in two different … [Read more…]

Posted in: Long-Term Care Series Tagged: Continuing Care Retirement Communities, Long-Term Care insurance

Continuing Care Retirement Communities, Part 1–Seven Essential Things to Know

July 1, 2019 by Linda Vaughn

The takeaway:  Continuing Care Retirement Communities are housing developments that let you age in place, while also providing long-term care if you need it. They are one of the three major types of long-term care insurance you can buy; the other two were discussed in an earlier post.  Unless you have money to burn, be clear … [Read more…]

Posted in: Long-Term Care Series Tagged: Continuing Care Retirement Communities, Long-Term Care insurance

Don’t Outlive Your Money! Part 2 – Warnings About The Retirement Replacement Ratio

April 22, 2019 by Linda Vaughn
Vintage photo of man wagging his finger at the viewer regarding the retirement replacement ratio.

The takeaway: Boomer, beware the retirement replacement ratio.  Contrary to belief, it doesn’t help Boomers figure out how much money they need to retire.  The retirement replacement ratio may be fine for early- to mid-career workers, but not for Boomers who are on the brink of retirement.  This post explains why.  Have a look! $$$ … [Read more…]

Posted in: Don't Outlive Your Money Series Tagged: Retirement replacement ratio
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